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Altruist is transforming the wealth management industry with an AI platform for financial advisors. The company partners with financial professionals nationwide to help them grow, optimize resources, and deliver better outcomes for clients.
As a Sales Development Representative, you will drive high-quality top-of-funnel activity and generate qualified opportunities for the sales team through a combination of inbound lead qualification and targeted outbound prospecting.
Key responsibilities include:
- Qualifying inbound marketing-qualified leads and routing them to account owners with clear context and next-step recommendations
- Executing high-volume, multi-channel outbound prospecting with phone as the primary channel, supplemented by email and LinkedIn
- Maintaining consistent daily outreach cadence aligned with team goals to support a predictable pipeline
- Running weekly, theme-based prospecting campaigns informed by market developments and sales leadership guidance
- Using independent judgment to qualify prospects and determine sales-readiness for handoff
- Applying consultative selling skills to build trust, educate advisors, and guide them through early buying stages
- Developing deep product knowledge of the Altruist platform to articulate value and differentiation in first-touch conversations
- Systematically capturing prospect feedback to inform product roadmap, marketing, and sales strategy
- Tracking activities, conversion metrics, and KPIs in Salesforce to measure impact on territory funnel
- Contributing to scalable growth by meeting SLAs, maintaining accurate records, and identifying performance improvements
- Demonstrating coachability and growth mindset by actively seeking and applying feedback
You bring at least 2 years of B2B sales experience in financial services, fintech, or SaaS, with a track record of meeting or exceeding quotas in fast-paced environments. Early-career candidates with strong finance/fintech background and demonstrated sales aptitude are also considered. You have the ability to quickly understand complex products and explain value in simple, compelling language. You're comfortable with high-volume phone prospecting, resilient to rejection, and maintain professionalism and energy. A B.A./B.S. in Business, Marketing, or related field is ideal. You have technical aptitude and are comfortable learning new tools and platforms.
